GOALS AND ASSESSMENTS
One-size-fits-all doesn’t work for finances
That’s why we offer a full suite of assessments, calculators, and tools, designed to help employees understand their financial mindset, measure progress, and build lasting habits.
With 1:1 financial literacy education from Your Money Line, your employees can:
FINANCIAL GOALS
Save for what matters most
Whether your employees are saving for their first home or working to eliminate credit card debt, YML helps them set, track, and celebrate financial progress.
- Set custom financial goals
- Track goal progress
- Get weekly encouragement & nudges
Stability Index
Turn uncertainty into stability
Financial stability looks different for everyone. Stability Index helps your employees assess their current situation and provides a personalized path toward greater confidence.
- Take the 2 minute assessment
- Track changes in stability over time
- Grow with monthly stability series
MONEY VIBES
Make money personal
The Money Vibe quiz helps your employees see patterns in how they think, feel, and act around moneyso they can get personalized coaching and support.
- Understand relationship with money
- Get personalized support
- Grow with weekly recommendations
Power Percentage
See the full picture of financial progress
Net worth and bank balances are just one piece of the puzzle. Power Percentage™ digs deeper, measuring how effectively employees use their money to improve their financial health.
- Unlock your score
- Stay motivated to make lasting change
- Track real progress over time
Other tools and resources from YML:
Budgeting & Insights
Track & improve your spending habits - no math required
Credit Monitoring
Decode your credit report and learn how to improve
Identity Protection
Stay ahead of fraud and protect yourself from ID theft
Personal podcast
Listen to a review of your finances & get tips each week
24/7 learning
Develop essential money skills at your own pace
Goals & quizzes
Get personalized strategies and encouragement
See more of Your Money Line:
Identity Protection & Insurance
Stay ahead of fraud and help employees protect themselves from ID theft.
Smart Budgeting & Spending Insights
Track and improve spending habits—no math required.
1:1 Personalized Money Coaching
Ask a financial guide money questions via phone, text, or email.
